Statecraft & Market Outlook, Part II: The Irony of the Market’s Trajectory, Insights from Reinhold Niebuhr
Are we experiencing a tragic market filled with pathos and crowned by ironies? Are there objective patterns in the flow of history (and for that matter of market cycles/waves) related to the unraveling of contemporary events? Isn’t it the purpose of theorizing to find...
Weekly Market Update
Global Market News Global equities decline Global equities were down on the week as Treasury yields surged to new highs. The Dow Jones lost 1.89%, while the S&P 500 fell 2.93%. The Nasdaq came down 3.62% on the week. The US 10-year Treasury rose to as high as 4.5%...
Geopolitics & the Day After
To begin our weekly newsletter, we take a look at Ukraine's future and the debate surrounding US aid to the country. Moving on, we consider the future of artificial intelligence (AI) and the impact Google's new lawsuit may have on it. Next, we analyze the economic...
The Wooden Nickel
The Wooden Nickel is a collection of roughly a handful of recent topics that have caught our attention. Here you’ll find current, open-ended thoughts. We wish to use this piece as a way to think out loud in public rather than formal proclamations or projections....
Weekly Market Update
Global Market News Global equities are mixed Global equities had mixed results this week. The Dow Jones rose only 0.12%, while the S&P 500 fell 0.16%. The Nasdaq also fell 0.39% on the week. The US 10-year Treasury rose a few basis points to 4.33%. Meanwhile, the...
Geopolitics & the Day After
This week we are giving emphasis to important actors that are emerging on the global stage, namely India and the Middle East's Gulf states. India is leveraging both its relationship with the West and its BRICS allies to improve their economy and seek greater...
CROSSROADS
At the Intersection of Geopolitics and Geoeconomics September 12, 2023 | Volume 6, Issue 8 | The BlackSummit Team Here is a summary of important events that unfolded over the last month, and which may affect economic, financial, and geopolitical issues in the months...
Geopolitics & the Day After
This week we cover developments in 4 major regions of the world: Europe, Sub-Saharan Africa, China, and Latin America. First, we take a look at the economic crossroads that the Eurozone is facing. Next, we assess the implications of Sub-Saharan Africa's latest coup in...
Seeking Edmund Burke’s Foresight
Ideological sclerotic politics can lead to tyranny. Adopting inflexible stands in an ever-changing market can lead to portfolio fragility. Ignoring the principle of prudence can inflict instability on both our portfolios and our politics. Edmund Burke could be...
Weekly Market Update
Global Market News Global equities make gains Global equities made gains this week. The Dow Jones and S&P 500 rose 1.43% and 2.50%, respectively, while the Nasdaq climbed 3.25% on the week. The US 10-year Treasury dropped a few basis points but remained high at...
